Interact to see
Advertisement
Advertisement
OISVX vs VSCAX
OISVX vs VSCAX Comparison
Open Charts OISVX vs VSCAX
Optimum Small-Mid Cap Value Instl
Price$14.15
Change-$0.18 (-1.26%)
VolumeN/A
Net Assets586.52M
Invesco Small Cap Value A
Price$25.68
Change-$0.60 (-2.28%)
VolumeN/A
Net Assets7.75B
OISVX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OISVX vs. VSCAX commentary
Nov 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OISVX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.75B vs. OISVX (587M). OISVX pays higher dividends than VSCAX: OISVX (0.96) vs VSCAX (0.32). OISVX was incepted earlier than VSCAX: OISVX (22 years) vs VSCAX (26 years). OISVX (1.33) is less costly to investors than VSCAX (1.10). OISVX is a more actively managed with annual turnover of: 117.00 vs. VSCAX (52.00). OISVX has a lower initial minimum investment than VSCAX: OISVX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : -0.35 vs. OISVX (-11.93). VSCAX return over 5 years is better than : 90.72 vs. OISVX (18.62).
| OISVX | VSCAX | OISVX / VSCAX | |
| Total Expense Ratio | 1.24 | 1.10 | 113% |
| Annual Report Gross Expense Ratio | 1.33 | 1.10 | 121% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -0.209 | 11.782 | -2% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 587M | 7.75B | 8% |
| Annual Yield % from dividends | 0.96 | 0.32 | 302% |
| Returns for 1 year | -11.93 | -0.35 | 3,414% |
| Returns for 3 years | 0.50 | 36.18 | 1% |
| Returns for 5 years | 18.62 | 90.72 | 21% |
| Returns for 10 years | 20.64 | 46.42 | 44% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VVJFX | 78.29 | 0.57 | +0.73% |
| Voya Multi-Manager Intl Sm Cp R6 | |||
| IHORX | 23.80 | 0.12 | +0.51% |
| Hartford International Opportunities R3 | |||
| HEORX | 18.80 | 0.05 | +0.27% |
| Hartford Climate Opportunities R3 | |||
| JLGRX | 96.50 | -0.26 | -0.27% |
| JPMorgan Large Cap Growth R5 | |||
| RTXCX | 13.50 | -0.05 | -0.37% |
| Russell Inv Tax-Managed Real Assets C | |||